Asset Management - Client Advisor - Wealth Management Channel - Houston
On-siteHouston, Texas, United States
Houston, Texas, United StatesOn-siteFull TimeBachelors DegreeFinancial ServicesEnterprise
Full TimeBachelors DegreeEnterpriseFinancial Services
Job Summary
Build and deepen relationships with Financial Advisors, Market Directors, and Private Client Advisors across Houston, Louisiana, and surrounding markets. Deliver consultative, goals-based investment solutions covering ETFs, mutual funds, separately managed accounts, and alternatives while communicating market views and portfolio construction insights. Lead the Integrated Client Team to coordinate internal partners, organize client meetings and presentations, and advocate for client needs to drive growth. Prioritize territory coverage and manage time effectively, with regular travel required within the assigned region.
Required Qualifications
- Bachelor's degree required
- Active Series 7 and Series 63 licenses
- Proven experience in client relationship management and consultative sales
- Strong communication, presentation, and interpersonal skills; ability to influence and build credibility with senior stakeholders
- Demonstrated ability to collaborate and drive results within a team-based coverage model
- High level of professionalism, organization, and self-discipline
- Willingness to travel weekly within the assigned territory
- Client-first mindset with a focus on delivering tailored solutions and long-term partnerships
Desired Qualifications
- Wholesaling experience (internal or external) strongly preferred
- Experience supporting client relationships in an institutional, intermediary, or advisory environment
- Adaptability and an innovation mindset; comfort navigating change and ambiguity
- Strong emotional intelligence and stakeholder management skills
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